Income Tax Planning

Judge Learned Hand once stated: "Anyone may arrange his affairs so that his taxes shall be as low as
possible; he is not bound to choose that pattern which best pays the Treasury. There is not even a patriotic duty to increase one's taxes.
Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands."

The challenge is often to understand not only what "the law demands" but what opportunities are available "in so arranging affairs to keep taxes as low as possible."

We have nearly forty years of experience in helping clients to keep taxes as low as possible. While we prepare complex individual and trust tax returns, PATHFINDER WEALTH ADVISORS LLC also prepares tax projections so that we can logically and intelligently position clients to take advantage of what is permitted under the Tax Code.